- Early StageStartup in initial stages
- Website
- Location
- Company size
- 1-10 people
- Total raised
- $1.5M
- Company type
- Financial Institution
- Markets
My New Financial Advisor careers
We offer free mutual funds and free financial healthcare to all investors worldwide. The company is headquartered in Santa Barbara with offices in Singapore and the UK. We are on track to be the the largest virtual advisor in SouthEast Asia with UNHW, HNW, and retail clients. Our investment product offering is passive with the option of being FREE.
Our new product, Replicas, is targeted towards 265 million investors who re-balance 4-12x per year across 23,000+ mutual funds. We make $1 each time (we will let you do the revenue math...!)
Our new product, Replicas, is targeted towards 265 million investors who re-balance 4-12x per year across 23,000+ mutual funds. We make $1 each time (we will let you do the revenue math...!)
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Andy Pippin
Worked in a variety of verticals (Financial, Software, Education, Telco), but I'm currently working as a DevOp to allow fewer people to maintain more systems.
Serial entrepreneur in FinTech with several successful exits.
Valuation
$6M
Funded over
1 round
Latest round
Series A (Dec 2014)
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